March 30, 2017 | Updated October 25, 2018

Author: The Link Between

Whether your retirement is years away or just around the corner, it’s important to ensure your investments reflect your goals and risk tolerance. Exposure to the equity markets can add value to your portfolio during an upswing but can leave you vulnerable to loss if safety and security are important to you. Consider segregated funds – many Canadians have never heard of them yet they have been around for over 50 years.

Watch this video to learn about the benefits and growth potential of segregated funds so that you can explore all your options and achieve the right balance for your retirement.

Mutual funds, approved exempt market products and/or exchange traded funds are offered through Investia Financial Services Inc.

The comments contained herein are a general discussion of certain issues intended as general information only and should not be relied upon as tax or legal advice. Please obtain independent professional advice, in the context of your particular circumstances. This blog was prepared by Jason Desaulniers who is a Investment Funds Advisor at Excalibur Executive Planning Inc., a registered trade name with Investia Financial Services Inc., and does not necessarily reflect the opinion of Investia Financial Services Inc. The information contained in this presentation comes from sources we believe reliable, but we cannot guarantee its accuracy or reliability.